Join Will Trout, director of Wealth Management, and Greg O’Gara, lead analyst, Wealth Management as they discuss top three business drivers for change in 2023 for advisors and investors.
For additional insights, check out the trends reports.
What opportunities await financial advisors in 2023? Enabling liquidity for investors, consolidating qualified and non-qualified #investments, and addressing best interest and other #compliance requirements will be key. Check out our newly released 2023 Top Trends for Advisors here - https://javelinstrategy.com/research/2023-digital-wealth-advisor-trends-predictions.
The rise of a bold new generation of investors amid a long bull market has spurred changes in the way these investors get their advice. Technology designed for the enterprise is now available to the investor, who is demanding access to the private-capital markets as well as to non-securities vehicles such as cryptocurrencies and structured products. Javelin believes that wealth managers can compete in this democratized self-serve environment. Given tumultuous market conditions, however, meeting expectations for a superior user experience will require a technology-first approach built on flexible (read: interoperable) systems and tools. Check out our newly released 2023 Top Trends for Investors here - https://javelinstrategy.com/research/2023-digital-wealth-investor-trends-predictions.